Sr. Manager, Digital Product Manager
About The Position
Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Schwab serves approximately 16,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. This includes the third-party platforms that enable RIAs to run their businesses effectively. Schwab Advisor Services is building an MCP (Model Context Platform) server that can support both internal and external needs. The MCP team will be responsible for developing a strategic roadmap with input from key stakeholders, advisors, and third parties and executing the vision.
Requirements
- 5+ years of experience as a Product Owner or in digital product management, with a demonstrated ability to deliver complex technology and business solutions
- Hands-on experience working with APIs, including defining API requirements, supporting integrations, or delivering API-oriented products
- Direct experience with Schwab Advisor Center capabilities and advisor workflows preferred
- Proven ability to manage and prioritize a product backlog, write clear user stories and acceptance criteria, and drive sprint execution in an agile environment
- Strong analytical and problem-solving skills, with experience using data, customer insights, and market feedback to guide product decisions and measure success
- Effective stakeholder management and communication skills, with the ability to synthesize input from diverse partners and align teams around shared priorities
- Excellent written and verbal communication skills, including the ability to present product plans, progress updates, and business cases clearly to internal audiences
- Experience developing product metrics and adoption frameworks to measure and communicate product value
- Bachelor's degree required
Nice To Haves
- Experience with MCP, platform, or workflow-orchestration products that serve multiple customer segments or partner ecosystems
- Familiarity with fintech or financial services technology platforms
Responsibilities
- Contribute to and execute the product vision, strategy, and roadmap for MCP by translating business outcomes and advisor needs into clearly defined, prioritized product increments and backlog items
- Develop a deep understanding of Schwab Advisor Center's current capabilities and/or API offerings; evaluate internal and partner roadmaps for AI on platform to inform and evolve our MCP offering
- Lead product discovery and validation efforts with RIAs, internal business partners, and fintech providers to identify and prioritize high-value workflow use cases.
- Define, track, and communicate platform and product success metrics; report on roadmap progress, adoption trends, and outcomes to the Director and relevant stakeholders
- Partner with engineering teams to deliver scalable, secure, and resilient platform capabilities while balancing innovation, technical feasibility, risk management, and operational excellence
- Serve as a subject matter expert on Schwab's API capabilities and Schwab Advisor Center features, helping the team and stakeholders understand platform dependencies and integration opportunities
- Champion advisor and partner feedback, continuously evaluating market opportunities, platform performance, and enhancement priorities to improve user experience and business impact
- Collaborate cross-functionally with design, engineering, compliance, and business teams to ensure product decisions are well-informed and aligned with enterprise priorities
Benefits
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
